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Livermore
Livermore
ZHEN

Jackson Wealth Management, LLC

SEC CIK
0001536799
Latest filing
Aug 20, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Jackson Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.B overviewAll 13F holders of BRK.BFull Q2 2026 holdings

Shares (Q2 2026)
1,000
Value
$500.0K
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of BRK.B by Jackson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,000$500.0K0.3%−8,917−89.9%ReducedHolders
Q1 20269,917$4.75M0.5%−111−1.1%ReducedHolders
Q4 202510,028$5.04M0.5%+337+3.5%AddedHolders
Q3 20259,691$4.87M0.5%+188+2.0%AddedHolders
Q2 20259,503$4.62M0.5%−96−1.0%ReducedHolders
Q1 20259,599$5.11M0.6%−130−1.3%ReducedHolders
Q4 20249,729$4.41M0.5%+195+2.0%AddedHolders
Q3 20249,534$4.39M0.5%+4,108+75.7%AddedHolders
Q2 20245,426$2.21M0.5%−3,942−42.1%ReducedHolders
Q1 20249,368$3.94M0.5%+1,110+13.4%AddedHolders
Q4 20238,258$2.94M0.4%+280+3.5%AddedHolders
Q3 20237,978$2.79M0.4%+99+1.3%AddedHolders
Q2 20237,879$2.69M0.4%+573+7.8%AddedHolders
Q1 20237,306$2.26M1.7%+1,835+33.5%AddedHolders
Q4 20225,471$1.69M0.6%−4,110−42.9%ReducedHolders
Q3 20229,581$2.56M0.5%+6,136+178.1%AddedHolders
Q2 20223,445$941.0K0.4%+2,496+263.0%AddedHolders
Q1 2022949$335.0K<0.1%+144+17.9%AddedHolders
Q4 2021805$241.0K<0.1%+805NewHolders
Q3 20210$00.0%−805−100.0%Sold outHolders
Q2 2021805$224.0K<0.1%00.0%UnchangedHolders
Q1 2021805$206.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.